$美国超微公司(AM_老虎社区_美港股上老虎

凯奇旗开得胜

03-25

$美国超微公司(AMD)$ 科技公司购买GPU产生的成本可以测算，而未来可能产生的盈利无法测算。

回报的不确定性不应该是AI高估值破灭的因素，而是推高AI估值的因素才对。

AI应用开始落地，算力产生的回报可测算时，可能才是估值回归，行业整合的时候（当然更大的影响因素是经济周期，估值绕不开流动性）。

芯片股实现4连涨！AMD绩前能否上车？

芯片股指收涨2%，实现四连涨！其中超微电脑涨超4.3%，英伟达涨超3.7%，台积电涨约3%，AMD涨超1.3%，【$150的AMD能否抄底？大盘不稳，现在你会怎么操作呢？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

雁门关向东二万五千里
03-26
雁门关向东二万五千里
美欧反垄断大环境下，苹果，谷歌，微软都在发抖，仅剩的科技股就只有亚马逊和特斯拉。刚需才是最重要的。
雁门关向东二万五千里
03-25
雁门关向东二万五千里
都是炒作，明年巨亏后全部一地鸡毛。
- 雁门关向东二万五千里回复运_命:
  目的就是吸散户接盘，等降息开始庄家们就拼命出货，散户们站在山顶:风怎么停了？该死的又被套路了。
- 运_命:
  就是炒作你知我知大家知能怎么样？
特斯拉啦啦啦
03-25
特斯拉啦啦啦
总的来说,AI行业前景广阔,但投资还需谨慎。
酒意入桃枝
03-25
酒意入桃枝
🙌
学思践悟
03-25
学思践悟
5
年年有于姨
03-25
年年有于姨
已阅

发表看法

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